TownSquare Capital’s Nu Holdings NU Stock Holding History

TownSquare Capital’s Portfolio NU Stock Details NU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-22,342	Closed	-$307K	–	529
2025 Q2	$307K	Sell	22,342 -111,219	-83%	-$1.33M	0.03%	468
2025 Q1	$1.37M	Buy	133,561 +38,911	+41%	+$460K	0.01%	722
2024 Q4	$981K	Buy	94,650 +80,199	+555%	+$1.07M	0.01%	770
2024 Q3	$197K	Buy	+14,451	New	+$194K	﹤0.01%	1391

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

TownSquare Capital's NU Position: Q3 2025 in Review

TownSquare Capital sold out of Nu Holdings (NU) in Q3 2025, closing a stake of 22,342 shares — an estimated $307K sold.

TownSquare Capital first reported a position in NU in Q3 2024 and held it in 4 quarters. The position peaked at $1.37M in Q1 2025. 802 funds tracked by Wall St. Rank hold NU as of Q3 2025.

TownSquare Capital reported no remaining Nu Holdings position as of Q3 2025 after selling out during the quarter.
TownSquare Capital sold 22,342 Nu Holdings shares in Q3 2025, an estimated $307K.
TownSquare Capital first reported a position in Nu Holdings in Q3 2024 and held it in 4 quarters.
TownSquare Capital's Nu Holdings position peaked at $1.37M in Q1 2025.
802 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2025.

Based on TownSquare Capital's 13F filing for Q3 2025, filed 3 Nov 2025.